JAMES INVESTMENT RESEARCH, INC.
Position in IBM — International Business Machines Corp
CIK 810384
ALPHA, OH
Position in IBM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,626,220
+$846,593 QoQ
Shares Held
9,339
+27.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,212
of 3,611 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IBM Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026JAMES INVESTMENT RESEARCH, INC. holds $3,072,950 across 2 Information Technology Services names. IBM ranks #1 (85.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
This page
|
9,339 | $2,626,220 | |
| 2 | DXC |
DXC Technology Co
|
50,478 | $446,730 |
All Filings in IBM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,626,220 | 9,339 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,779,627 | 7,342 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,001,782 | 3,382 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $890,496 | 3,156 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $219,316 | 744 | Shares | Sole | 2025-08-01 | |
| 2023-03-31 | $112,737 | 860 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $121,165 | 860 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $68,672 | 578 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $81,607 | 578 | Shares | Sole | 2022-08-01 | |
| 2020-12-31 | $157,727 | 1,253 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $238,594 | 1,961 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $796,115 | 6,592 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $588,705 | 5,307 | Shares | Sole | 2020-04-22 | |
| No filing history on record for this holder in this stock. | ||||||